来源：央视新闻客户端 记者今天（5日）从中国消费者协会获悉，"双十二"购物旺季临近，各类促销活动密集，不少消费者早 已选好想买的数码产品、化妆品、服装、保健食品等，为保护消费者合法权益，引导科学、理性消费， 中国消费者协会、中国市场监督管理学会作出如下提示： 一、警惕"价格魔术"，防范"先涨后降" 部分经营者可能在促销前先提高商品原价，再以打折、优惠为名，造成降价幅度大的假象，实际价格甚 至高于平日。消费者应提前关注心仪商品的价格波动，通过比价工具或在不同平台进行对比，核实价格 真实性。不要轻信所谓的"最低价"宣传，对于价格波动异常、短期内大幅提价后再打折的商品要保持警 惕。 二、避开"卡券迷阵"，避免复杂计算 五、辨别宣传真伪，抵制虚假营销 不可轻信过于夸张的广告宣传，如"全网第一""100%有效"等绝对化用语。注意核查商品详情、用户评 价、销量数据等信息，辨别是否存在刷单炒信、好评返现等干扰判断的行为。对于食品、保健食品、化 妆品等关乎健康的产品，要核实其资质、成分、生产许可等信息，勿受虚假或夸大宣传误导。 六、认清"低价"本质，拒绝盲目跟风 面对商家或平台宣称的"全网低价""限时秒杀"等营销活动，需保持 ...

于是，幸运咖成了这场消费变革的典型样本。数据显示，截止11月，幸运咖在全国门店已经突破10000家，速度比其他品牌还要快，硬是在咖啡界杀出了一 条血路。 究其原因，是因为幸运咖极致的性价比。一杯美式，成本不过几块钱。今年万店狂奔的幸运咖，直接5.9元打穿行业底线，味道不差，用料不减，靠的就是 价格合理，品质不掉价。 发现没有，现在的年轻人买东西不再攀比谁的贵，而是开始比谁买得便宜。"买贵了"成了年轻人最怕听到的一句话。而这场消费观念转变，正在改写中国零 售业的底层逻辑。 所以对于年轻人来讲，他们选择这些平台和品牌，并不是因为"便宜"，而是因为"值得"。他们开始在折扣中寻找秩序，在性价比中建立标准。他们拒绝将 就，但也不再盲从"越贵越好"的老逻辑。 咖啡有替代，品牌也能比价。这届年轻人早就不信广告、不信情怀，只信"质价比"这三个字。从"情绪消费"到"理性选择"，不是消费降级，而是认知升级。 这种场景越来越像一种自我主张：花得更值，才是真的会过。 比如奥特莱斯，从前只是城市边缘的清仓场，现在成了都市青年的周末据点。2025年6月前，全国205家品质化奥莱总销售额同比增长近9%，客流逼近9亿人 次，一到周末，停车场 ...

岁末年初，人们总习惯回顾过往，展望未来，而盘点一年的收成，无疑是其中至关重要的一环。这几年，经济大环境充满挑战，投资市场更是如同惊险的过 山车，令人心惊胆战。那些诸如股票、基金、创业等听起来诱人的字眼，对于大多数普通百姓而言，或许不如稳守现有存款来得实在。放眼2025，守护好钱 袋子才是王道。 表格显示，25岁之前的存款基本在1万元以内，30岁达到12万，35岁要有20万，40岁达到32万，45岁46万，而50岁则需要拥有65万存款。平心而论，这份表 单的数据还算务实，只要努力，实现对应年龄的存款目标并非遥不可及。 然而，在当前经济形势下，与其费尽心思地攒钱，更让人头疼的或许是如何守住现有的财富。 说起存款，网络上经常能看到这样的提问："30岁到底有多少存款才算正常？" 近期，一张"各年龄段存款标准表"在网络上流传，引发热议。今天，我们就 来深入探讨一下这个话题。 这位发帖的网友分享了自己的经历：他和妻子大学毕业后便开始工作，但最初几年几乎是"月光族"，甚至偶尔还需要父母资助。 然而，结婚生子后，他们 的生活逐渐步入正轨，也慢慢学会了储蓄。 夫妻俩年收入30多万，扣除房贷、车贷和日常开支，每年还能存下几万元。 ...

Group 1 - The core viewpoint is that rational consumption is becoming a new choice for the younger generation, with a focus on value rather than just price [1] - Approximately 80% of Generation Z consumers wait for discounts before making purchases, indicating a strong value threshold rather than a mere pursuit of the lowest price [1] - Discount retail, particularly hard discount supermarkets, is experiencing a new wave of development opportunities, with a market size expected to reach around 250 billion yuan this year [3] Group 2 - Hard discount supermarkets have a stable annual growth rate of 10%-15% over the past two to three years, driven by their strong supply chain and operational efficiency [3] - Prices at hard discount supermarkets are typically 30%-40% lower than traditional supermarkets, exemplified by the price difference for a 30-pack of eggs [3] - Vipshop, a typical example of a discount e-commerce platform, reported a net revenue of 21.4 billion yuan in Q3, with a year-on-year growth of 3.4% [5] Group 3 - Vipshop's core competitiveness lies in its long-established buying system and supply chain capabilities, which help reduce product markups and benefit consumers [6] - The platform has attracted many young consumers by offering luxury goods at prices as low as 20% of their original prices [6] - The discount retail sector is expected to continue its steady growth as consumer concepts evolve, emphasizing the importance of quality-price ratio [8]

今年似乎没有往年那么喧嚣，但如果你打开小红书，会发现过去一个月里，讨论买什么、如何买、求"好物攻略"的爆帖如织，双11相关话题曝光 量据统计超过了200亿，热度同比大涨600%。 社区的讨论热度也直接带动了小红书的商业生态爆发：小红书官方发布的数据显示，今年双11小红书电商的下单人数同比增77%，千万成交额商 家同比增140%；与此同时，小红书通过种草直达，助力上百个品牌的商品单品在天猫、京东等各平台上获得千万乃至破亿成交。 这个月活不到4亿的社区在双11中展现出另一种生机勃勃——中国消费市场并非需求枯竭，依旧存在大量未被满足的、个性化的"好货"需求，背后 体现的是"品质""兴趣"和"好审美"和价值诉求。 它的爆发并非突如其来，而是其独特的社区土壤历经多年涵养后，信任价值集中兑现的必然结果。小红书是中国消费发展的一个观察窗口，新趋势 蕴藏其中。 双11进入"第三阶段" 一个有意思的现象：双11既不复熬夜抢"史上低价""错过等一年"的轰轰烈烈，也没有了几年前"不买立省百分百"的抱怨与"抵制消费主义"社会情 绪。 双11已经进入第三个阶段："理性的悦己"阶段。 人们对在这个大型节点买点什么好的，哄自己开心、让家人 ...

Group 1 - The article highlights the pervasive feeling of financial strain among individuals, regardless of their income levels, due to various consumption traps and rising living costs [1][2] - It discusses the impact of impulsive spending driven by social media and promotional tactics, which can lead to significant unplanned expenses [1][2] - The article points out that while government subsidies exist, they often lead to hidden price increases in essential goods, negating any financial relief [1][2] Group 2 - The text emphasizes the challenge of unavoidable expenses, such as rising costs for social obligations and healthcare, which further strain personal finances [2] - It notes the difficulty of supplementing income through side jobs, especially with the rise of AI affecting freelance opportunities and the prevalence of scams in certification programs [2] - The article concludes that the key to saving money lies in being aware of spending traps and focusing on genuine needs rather than following trends [3]

Core Insights - The era where shopping at discount stores equated to "spending less" has ended, as more Chinese consumers embrace a lifestyle focused on quality and brand value, rather than just low prices [1] - The Chinese consumer market is transitioning into a "value-for-money" era, where consumers are increasingly sensitive to real value, seeking quality and brand alongside reasonable pricing [1] Group 1: Discount Retail Trends - The discount retail sector is experiencing a structural transformation, driven by a growing consumer preference for quality and brand over mere low prices [1][5] - According to the "2025 China Outlets Industry Deep Dive Report," 205 quality outlets in China are projected to achieve a total sales volume of 180 billion yuan, with a year-on-year growth of 8.9% from July 2024 to June 2025 [2] - The customer traffic for these outlets is expected to reach nearly 900 million visits, reflecting a year-on-year increase of 12.5% [2] Group 2: Consumer Behavior Changes - The Nielsen IQ report indicates a significant rise in price sensitivity across various retail channels in China, with online shopping at 80% and supermarkets at 72% [4] - Despite the increase in price sensitivity, only 17% of consumers would choose the lowest-priced product solely for savings, indicating a strong preference for quality and brand reputation [4] - The rise of the "value-for-money" mindset emphasizes that consumers are looking for a balance between price, quality, and brand, rather than just the lowest price [5] Group 3: Competitive Landscape - The success of international discount retailers like Costco and Don Quijote highlights the importance of supply chain efficiency and unique shopping experiences in meeting consumer demands for high-quality, cost-effective products [7] - Companies like Vipshop are enhancing their brand credibility by investing in product authenticity verification, which addresses consumer trust issues, particularly in the luxury goods sector [7][8] - The future of discount retail is promising but competitive, as more players enter the market, necessitating a focus on maintaining unique value propositions and supply chain advantages [8][9]

案件回顾 一名外地老年游客到弥勒旅居，在外出游玩时，遇到一名热心的销售员，声称所销售的保健食品能有效针对老年人预防心梗、脑梗以及心血管等各种疾 病，在销售员的极力游说下，参加了他们举办的健康知识讲座，在连续几日领取了各类免费的牙膏、洗发水、鸡蛋等小礼品后，老人怦然心动，想着自 己逐年老去，购买一点保健食品保障身体营养供给平衡，只有自己保持身体健康，才能不成为子女的负担，随即花了上万元购买了三份保健食品；在服 用了一段时间后，发现效果并不明显，在与商家多次沟通协商退货、退款无果后，便来到弥勒市市场监管局进行投诉，经过弥勒市市场监管局食品安全 监督管理科执法人员实地调查后，耐心细致的跟商家摆事实、讲道理、说法律，最后帮助老人同商家达成退货、退款协议，商家当场退赔了老人7700元 钱。 温馨提示 老年人在购物时需注意以下要点，以保障自身权益和消费安全： 1 ▽以下是正文 11月25日，一名外地游客将一面印有"护佑平安 主持正义"的锦旗送到弥勒市市场监管局食品安全监督管理科副科长高荣贵手中，并连连道谢。 健康消费，注重安全 谨慎购买保健品：保健品不能替代药品治疗疾病，购买前咨询医生或专业人士意见，认准"蓝帽子"标志和 ...

晨 会 纪 要 [2025]第 216 号 整理记录：聂孟依 研究所今日晨会要点如下: 一、行业与公司 1、商贸零售行业（聂孟依） 2025 年双十一全网电商销售总额同比增长 14.2% 根据星图数据显示，2025 年"双十一"购物节，全网电商销售总额为 16950 亿元，同比 增长 14.2%。其中综合电商销售总额为 16191 亿元，同比增长 12.3%，即时零售销售额为 670 亿元，同比增长 138.4%，社区团购销售额为 90 亿元，同比减少 35.3%。分品类表现来看，综 合电商平台销售额 TOP5 品类分别为：TOP1 家用电器，销售额占比为 16.5%；TOP2 手机数 码，销售额占比为 14.6%；TOP3 服装，销售额占比为 14.0%；TOP4 个护美妆，销售额占比 为 8.2%；TOP5 女鞋/男鞋/箱包，销售额占比为 6.5%。消费趋势也呈现出一定的变化，本次 双十一，消费者更理性，愿为真正价值付费，呈现"按需分级"特点，此外品牌带给消费者 的价值共鸣也越来越重要，国产品牌、新生代原创品牌通过原创设计和内容创新，获得消费 者青睐。 主 题：对近期重要经济金融新闻、行业事件、公司公告等 ...

Core Viewpoint - The restaurant chain Xibei has recently made headlines for its nationwide price adjustments and employee salary increases, indicating a strategic response to market feedback and consumer sentiment [1][9]. Group 1: Price Adjustments - Xibei has reduced prices on nearly 40 menu items, with discounts ranging from 5% to 20%, aiming to attract price-sensitive customers [9]. - Specific examples of price changes include: Mongolian beef steak reduced from 139 yuan to 128 yuan, small pot beef brisket from 79 yuan to 76 yuan, and lamb skewers from 9 yuan to 7 yuan [6][9]. - The average customer spending has decreased to around 80 yuan following the price cuts, which is a significant shift in their pricing strategy [11]. Group 2: Employee Salary Increases - Reports confirm that Xibei has increased employee salaries by an average of 500 yuan since last month, as part of its efforts to support staff amid negative publicity [9]. - The company has also introduced a "compensation award" for employees affected by online harassment, demonstrating a commitment to employee welfare [9]. Group 3: Customer Sentiment and Market Response - Despite the price reductions, approximately 83% of consumers still perceive Xibei's prices as expensive, indicating a challenge in rebuilding consumer trust [10]. - A survey revealed that only about 16% of consumers find the new prices reasonable, suggesting that price adjustments alone may not suffice to regain customer loyalty [10]. - The company aims to break down price barriers and reshape value perception through operational efficiency and supply chain optimization [10]. Group 4: Industry Context - Xibei's revenue reached 6.2 billion yuan in 2023, with a customer base of 37.66 million, but is facing a significant decline in performance starting in 2024, with some stores reporting daily revenue drops of 1 to 3 million yuan [11]. - The restaurant industry is currently undergoing a significant adjustment period, with nearly 3 million restaurant closures reported this year, marking a historical high [11].